Trajan Wealth, L.L.C.
Assets Under Management
$2.0B
Number of Clients
8,955
Number of Advisors
40
Average Client AUM
$220K
AUM per Advisor
$49.2M
Compensation
Fee-Only (AUM)
About This Firm
Trajan Wealth, L.L.C. offers investment advisory and portfolio management services, including asset allocation strategies using stocks, ETFs, mutual funds, and bonds. They provide discretionary investment advisory services through managed account programs tailored to clients' financial goals, objectives, and risk tolerances. They also offer advice on alternative investments to qualified clients.
Fee Structure
Fees are based on a percentage of assets under management, with a general maximum of 1.75%, but in limited circumstances a firm maximum of 2.00% could be used. Fees are collected monthly or quarterly in arrears, or monthly in advance. Performance-based fees (carried interest) may be charged on certain products to qualified clients, not to exceed 2.00% management fee plus a performance or carry fee not to exceed 25% of the gain in valuation. Clients may also pay custodial, transaction, and other fees.
Areas of Practice
Location
18700 North Hayden Road, Suite 470, Scottsdale, AZ, 85255